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At Close: Jul 31, 2026
Dealing With The Next Downturn
11:56am, Friday, 07'th Feb 2020
For 2020, we're not too worried about an economic downturn. In fact, we are expecting some pickup in growth. There's some more room, but in terms of dealing wit
K2 Advisors: First-Quarter Hedge-Fund Strategy Outlook
09:21am, Friday, 07'th Feb 2020
A rotation into non-US equity markets may become evident in 2020, and many macro commodity trading advisors and equity long/short managers may benefit from this
The Coming Global Economic Upturn
08:55am, Friday, 07'th Feb 2020
2019 saw the beginning of a global manufacturing/export recession. However, the year also saw a global monetary policy pivot from headwind to now tailwind for g
Central Banks Have No Vaccine Against Financial Contagion
11:05am, Thursday, 06'th Feb 2020
In reality, central bank balance sheets are tiny relative to the few hundred trillion in asset markets globally. The world in 2030 promises to look dramatically
Estimating The Shape Of The Coming Crisis
10:50am, Thursday, 06'th Feb 2020
In the last few weeks, increasing signs of a global recession have been observed, telling us that the credit cycle is on the turn and a systemic crisis is due s
3 Issues That Could Keep Global Markets Reeling
04:38pm, Wednesday, 05'th Feb 2020
Voters in Iowa will be determining their choice for the Democratic nominee for president. Negotiations will not be easy between the UK and EU, as the EU is insi
Multi-Asset Implications Of The Coronavirus Outbreak
08:14am, Wednesday, 05'th Feb 2020
We expect growth to experience an immediate hit in the first quarter of 2020, especially in regions most directly affected by nCov like China. However, we also
A Value Investor View Of Market Dynamics And Potential Dislocations
02:21pm, Tuesday, 04'th Feb 2020
Equities saw strong 2019 performances across the globe. The UK market has lagged equities globally and still trades at a discount on a number of measures. Withi
Coronavirus And The Implications For Emerging Markets
10:15am, Tuesday, 04'th Feb 2020
Policy response has been significantly quicker and more proactive than during the SARS episode in 2003. The government has taken stringent measures to curb the
Volatility Returns With A Vengeance As Coronavirus Outbreak Grows
11:52am, Sunday, 02'nd Feb 2020
Coronavirus fears trigger market selloff. Brexit update: What to expect during the transition period. The latest on Q4 earnings season.
A Call For Vigilance After A Strong Year For Risky Assets
06:46am, Thursday, 30'th Jan 2020
One important driving force boosting asset prices was the synchronized monetary policy easing throughout 2019. The combined number of policy rate cuts in advanc
8 Key Investment Themes For 2020
01:10pm, Monday, 27'th Jan 2020
Global liquidity is the most dominant, yet underappreciated, influence in contemporary global macro analysis. Demographic headwinds are shifting global demand c
International Economic Week In Review (1/20-1/24)
09:42am, Monday, 27'th Jan 2020
Three major central banks kept rates on hold. Global manufacturing is still weak; service sectors are growing. Most major indexes were down as a result of the c
Tentative Stabilization, Sluggish Recovery?
11:13am, Tuesday, 21'st Jan 2020
In the October World Economic Outlook, we described the global economy as in a synchronized slowdown, with escalating downside risks that could further derail g
10 Charts To Watch In 2020
11:26am, Monday, 13'th Jan 2020
Expect a rebound in the global economy, led by emerging markets. Defensive assets are extremely expensive, making them possibly sources of risk rather than hedg
